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June 3 - 6, 2025 Live Webcast

2025 Level 3 Audit Training - New Seniors (E2506271)

12:30 PM - 4:30 PM EDT each day

Registration: 12:00 PM EDT

webcast

Vendor Platform

16 CPE Credits in AA

OVERVIEW

Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, sampling, auditing contingencies and going concern, and the use of an auditor’s specialist. Throughout the series, we will provide context on what constitutes sufficient appropriate audit evidence and will also introduce trends in financial statement fraud.

In addition to honing their technical competencies, the curriculum will introduce power skills including project management, feedback, and delegation to support your new seniors as they take on their newly expanded client-facing role.

Level 3 Audit Training will be engaging and interactive, with opportunities to work in small groups and apply knowledge learned. At Galasso Learning Solutions, we don’t believe in stale, dry, or boring CPE training sessions but rather real-world information that promotes interactive learning. Attendees of Level 3 Audit Training will understand the fundamentals of auditing and have a solid foundation for all future audit learning.

DESIGNED FOR

Audit staff with more than two years of experience

BENEFITS

  • Recognize the risks and threats of adjusting journal entries
  • Recognize the controls over recording journal entries at an entity
  • Identify the substantive procedures that should be used to obtain comfort while testing journal entries
  • Identify the sufficiency and appropriateness of audit evidence while performing an engagement
  • Describe the relevance and reliability of audit evidence
  • Recall techniques for collecting audit evidence on engagements
  • Describe the various sampling methodologies
  • Recall sampling risks
  • Identify the factors that influence sample size
  • Recall the various types of analytical procedures that can be used as substantive testing
  • Describe the steps to properly perform analytical procedures
  • Recall the differences between preliminary and final analytics on engagements
  • Recall best practices in project management necessary for senior associates
  • Perform effective performance evaluations of staff
  • Identify situations when the auditor should utilize the work of a specialist
  • Describe the documentation requirements in audit workpapers when the work of a specialist is used
  • Recall the auditor requirements for evaluating the work of a specialist
  • Recall trends in financial statement fraud
  • Identify examples of financial statement fraud
  • Recall auditing requirements for contingencies
  • Recall the auditor’s responsibilities for evaluating the appropriateness of going concern accounting and disclosure
  • HIGHLIGHTS

    Day 1: Monday, May 19, 2025
    • Guide to Sampling for Substantive Testing
    • Best Practices: Journal Entry Testing
    Day 2: Wednesday, May 21, 2025
    • Evaluating Sufficiency & Appropriateness of Audit Evidence
    • Performing Effective Analytical Procedures
    Day 3: Wednesday, May 28, 2025
    • Power Skills: Your Guide to Delegation, Project Management, and Feedback
    • Using the Work of the Auditor’s Specialist
    Day 4: Friday, May 30, 2025
    • Auditing Contingencies & Going Concern
    • Fraud Trends

    COURSE LEVEL

    Intermediate

    PREREQUISITES

    Two years of audit experience

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    Jaclyn Veno

    Jaclyn M. Veno, CPA

    Galasso Learning Solutions

    Jaclyn M. Veno, CPA

    Learning & Development Specialist

    With an extensive background in accounting, auditing, and adult learning theory, Jaclyn is a licensed CPA who oversees the development of Level Training programs for Galasso Learning Solutions. Our students share that she creates highly-engaging, 5.0 rated curricula with case studies, hands-on activities, and even games.

    Prior to joining our team, Jaclyn worked for two of the Top 10 CPA firms where she was entrusted with significant responsibilities including managing teams in India, leading revenue testing, and overseeing more than 20 acquisition audits from start to finish. With both a bachelor’s and master’s degree in accounting from Clemson University, as well as certificates in Adult Learning Theory, Instructional Design, Training & Facilitation, and E-Learning Instructional Design, Jaclyn is a trusted facilitator known for explaining complex concepts in compelling ways.

    In her personal life, Jaclyn loves to dive into DIY projects with her husband, from renovating rooms to building furniture. She also enjoys exploring downtown Greenville, SC, the beautiful Swamp Rabbit Trail, and time at home with her two rescue kittens.

    PRICING

    $450.00 - Member

    $600.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on June 3 at 12:00 AM.

    ADDITIONAL OPTIONS

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    COURSE DEVELOPER

    Galasso Learning Solutions